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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
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HDFC Long Term Advantage Direct Plan Growth

Equity
ELSS
4.0 star
NOT AVAILABLE
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HDFC Taxsaver Direct Plan Growth

Equity
ELSS
1.0 star
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HDFC Long Term Advantage Direct Plan Growth

(-5.3%)

HDFC Taxsaver Direct Plan Growth

(-8.4%)
1Y
3Y
5Y
Fund Details
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RiskModerately HighModerately High-
Min SIP AmountNot Supported₹500-
Expense Ratio1.71%1.36%-
NAV₹351.3 (29-Sep-2020)₹477.0 (29-Sep-2020)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹1,159Cr₹6,850Cr-
Returns
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1Y
-5.3%
-8.4%
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3Y
3.0%
-2.0%
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5Y
9.2%
4.9%
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Pros & Cons
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Pros
1. 3Y Returns are higher than the category average returns
2. Exit load is zero
1. Exit load is zero
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Cons
1. Risk-adjusted returns are lower compared to the category
2. Higher expense ratio - 1.68316871%
3. 1Y Returns are lower than the category average returns
4. 5Y Returns are lower than the category average returns
1. Risk-adjusted returns are lower compared to the category
2. 1Y Returns are lower than the category average returns
3. 3Y Returns are lower than the category average returns
4. 5Y Returns are lower than the category average returns
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Holding Analysis

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Top 5
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Top 20
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P/E
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P/B
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Turn Over
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Equity
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Cash
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Top Holdings

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Top 10 Holdings
Name
Assets
Reliance Industries Ltd.
11.6%
HDFC Bank Ltd.
9.5%
Infosys Ltd.
9.2%
ICICI Bank Ltd.
8.4%
Housing Development Finance Corpn. Ltd.
6.3%
Larsen & Toubro Ltd.
5.0%
State Bank of India
4.8%
ITC Ltd.
4.7%
Bharat Petroleum Corpn. Ltd.
3.5%
Aurobindo Pharma Ltd.
3.5%
Name
Assets
Reliance Industries Ltd.
8.9%
HDFC Bank Ltd.
8.1%
ICICI Bank Ltd.
7.7%
Infosys Ltd.
7.7%
National Thermal Power Corp. Ltd.
5.7%
State Bank of India
4.9%
Bharat Petroleum Corpn. Ltd.
4.5%
Larsen & Toubro Ltd.
4.3%
ITC Ltd.
3.7%
Cipla Ltd.
3.6%
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Fund Manager
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Name
Chirag Setalvad
Vinay R Kulkarni
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Education

Mr. Setalvad is a B. Sc and MBA from University of North Carolina.

Mr. Kulkarni is a B.Tech from IIT, Mumbai and PGDM from IIT Bangalore.

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Experience

Prior to joining HDFC AMC he has worked with New Vernon Advisory Services Ltd., HDFC AMC and ING Barings N.V.

Prior to joining HDFC Mutual Fund he has worked with Tata AMC, Deutsche Mutual Fund, UTI Mutual Fund and Patni Computer Systems Ltd.

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About Fund
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Description

HDFC Mutual Fund started their mutual fund on 30/06/2000 and its managing total assets of ₹2,70,046 Cr. Its ranked at 2 as per total assets at end of 30th Sep 2017.

HDFC Mutual Fund started their mutual fund on 30/06/2000 and its managing total assets of ₹2,70,046 Cr. Its ranked at 2 as per total assets at end of 30th Sep 2017.

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Launch Date
30 Jun 2000
30 Jun 2000
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Custodian
HDFC Bank
Deutsche Bank
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Registrar & Transfer Agent
Cams
Cams
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